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What is a trinity (3-in-1 account) fund transfer service? How can I avail the same?

For Kotak bank users, we provide an option to activate trinity service wherein we take a one-time mandate from the user to transfer funds from Kotak bank. Once the same is received, the user just needs to enter the amount and provide confirmation to transfer funds.

If you have a Kotak bank account linked with us, you can use our trinity activation services to activate your 3-in-1 account.

Steps: Login to kotaksecurities.com→ Go to Help→ Click on Service Request → Click on “Activate Your 3-in-1 Account”

Choose a platform

If you have a Kotak bank account but your trinity service is not activated, you can use our trinity activation services to activate your 3-in-1 account.

You can submit your Trinity Activation with us by following the below steps:

Login to NEO app → Go to profile → Click on Services → Click on Service Request → Click on “Activate Your 3-in-1 Account”

If you have a Kotak bank account but your trinity service is not activated, you can use our trinity activation services to activate your 3-in-1 account. Please ensure Kotak Bank is linked to your Kotak Securities trading account.

You can click on this link, fill in your respective Kotak Bank CRN no. and submit the request for Trinity Activation

If you have a Kotak bank account but your trinity service is not activated, you can use our trinity activation services to activate your 3-in-1 account.

Please ensure Kotak Bank is added as your bank account.

You can also submit your Trinity Activation with us by following the below steps: Login to Kotak Stock Trader App → Click on More → Go to Help and More → Click on Help → Click on Service Request → Click on “Activate Your 3-in-1 Account”

If you have a Kotak bank account but your trinity service is not activated, you can use our trinity activation services to activate your 3-in-1 account.

Please ensure Kotak Bank is linked to your Kotak Securities trading account.

You can click on this link, fill in your respective Kotak Bank CRN no. and submit the request for Trinity Activation.

You can also submit your Trinity Activation with us by following the below steps: Login to kotaksecurities.com→ Go to Help→ Click on Service Request → Click on “Activate Your 3-in-1 Account”

This feature is not allowed for this platform.
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